CCG

Cypress Capital Group Portfolio holdings

AUM $804M
1-Year Est. Return 18.25%
This Quarter Est. Return
1 Year Est. Return
+18.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$812M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
347
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$2.4M
3
+$1.85M
4
ABBV icon
AbbVie
ABBV
+$1.66M
5
FMB icon
First Trust Managed Municipal ETF
FMB
+$1.32M

Top Sells

1
+$1.76M
2
+$1.63M
3
+$1.45M
4
CAH icon
Cardinal Health
CAH
+$1.11M
5
DG icon
Dollar General
DG
+$1.03M

Sector Composition

1 Technology 19.49%
2 Healthcare 16.51%
3 Financials 10.79%
4 Consumer Discretionary 8.82%
5 Industrials 7.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.09M 0.38%
67,517
+9,036
77
$3.04M 0.37%
33,603
-1,340
78
$3.03M 0.37%
33,546
-8,827
79
$3.03M 0.37%
24,336
-4,704
80
$2.92M 0.36%
13,600
+2,141
81
$2.91M 0.36%
12,789
+3,418
82
$2.81M 0.35%
37,070
+1,364
83
$2.8M 0.35%
53,651
+2,482
84
$2.79M 0.34%
16,058
+1,062
85
$2.72M 0.34%
25,419
+6,571
86
$2.64M 0.33%
29,248
+14,311
87
$2.5M 0.31%
46,660
+3,215
88
$2.49M 0.31%
9,912
+415
89
$2.45M 0.3%
31,452
90
$2.44M 0.3%
24,369
+1,639
91
$2.3M 0.28%
29,398
+1,710
92
$2.26M 0.28%
22,286
+303
93
$2.2M 0.27%
6,393
+277
94
$2.17M 0.27%
15,861
-1,279
95
$2.16M 0.27%
16,578
-1,310
96
$2.09M 0.26%
9,161
+610
97
$2.08M 0.26%
8,622
+4,033
98
$2.06M 0.25%
115,699
+8,417
99
$2.06M 0.25%
16,048
+5,464
100
$1.98M 0.24%
6,470
-266
2 3
4
5 6